Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 10.6M | 690.4M | 2.5% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 7.5M | 489.5M | 1.7% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 6.0M | 396.7M | 1.4% |
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 5.2M | 344.3M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 4.9M | 317.6M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 4.5M | 290.1M | 1.0% |
| Vanguard/Wellesley Income Fund | Mar 31, 2018 | 4.1M | 267.6M | 1.0% |
| New Perspective Fund Inc | Jun 30, 2018 | 4.1M | 266.1M | 0.9% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 3.6M | 231.3M | 0.8% |
| Vanguard/Windsor Fund Inc. | Jan 31, 2018 | 3.4M | 234.4M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.